AI Infrastructure news and analysis on Web Pulse: 35862 curated articles tracking the latest AI Infrastructure developments, tools, and research, updated continuously from vetted sources.
Thiel Macro LLC, the investment firm of Peter Thiel, disclosed a $418.7 million portfolio of eight U.S. equity positions as of June 30, 2026, with seven of the eight bets targeting the physical energy bottleneck constrai…
Nebius Group, Symbotic, and Centrus Energy are three growth stocks trading below consensus targets or near 52-week lows despite strong revenue growth and large backlogs, according to 24/7 Wall St. Nebius Group reported Q…
Constellation Energy, Talen Energy, and Uranium Energy are positioned to benefit from surging AI data center power demand, with Constellation raising its 2026 adjusted EPS guidance to $11.50-$12.50 and Talen clearing ove…
IBM Corp. announced at the Hot Chips 2026 conference that it is developing a dual-architecture processor with Arm Holdings Ltd. that will run both z/OS and Arm-native Linux workloads on the same core, eliminating the nee…
Roblox engineering manager Andrew Swerdlow presented 'Prompt to Prod: Engineering an Autonomous SDLC at Scale,' detailing the company's effort to enable fully autonomous software development from prompt to production. Sw…
IBM announced its first dual-architecture processor for future IBM Z and LinuxONE systems at Hot Chips, enabling native execution of both IBM and Arm instructions in the same enterprise system. The processor, a milestone…
AI vendors are increasingly turning to custom silicon from Cerebras and Marvell for inference workloads, and Waymo is designing its own chips for robotaxis, signaling a shift away from reliance on traditional GPUs. Micro…
Investment in digital infrastructure has nearly doubled from £6.3bn in 2019 to about £11.6bn in 2024, according to a revised calculation by the Office for National Statistics (ONS), yet economists at Pantheon Macroeconom…
Most AI agent deployments fail due to issues surrounding the model, such as poor workflow selection, undefined metrics, and lack of governance, according to an industry observer with experience in manufacturing, oil and …
Forrester's Q2 2026 Wave report on object storage solutions includes only 12 vendors, omitting prominent players such as Cloudian, MinIO, Quantum, and DataCore. The report names NetApp (StorageGRID), Everpure, Nutanix, a…
A developer highlights the shift in generative AI tooling toward agentic workflows, local execution, and structured outputs. The post demonstrates how native structured outputs with JSON schemas and local models like Lla…
Nvidia Corp. shares have fallen in response to earnings in six of the past eight quarters, including the last four, according to Yahoo Finance AlphaSpace analysis, as the market braces for the company's Wednesday evening…
A developer has released jina-embeddings-v4, a self-hosted server for the jina-embeddings-v4 embedding model with an OpenAI-compatible /v1/embeddings endpoint. The server runs on a single NVIDIA GPU and allows applicatio…
XPeng Robotics, the robotics arm of Chinese electric vehicle maker XPeng Inc., raised over $900 million at a post-money valuation of $6.3 billion, in a round co-led by IDG Capital and Gaorong Ventures with strategic inve…
Cerebras Systems unveiled the CS-4 AI accelerator, which CEO Andrew Feldman calls the fastest system in the industry, doubling the performance of the CS-3 by boosting clock speed on the same 5nm WSE-3 chip. The rack-scal…
Businesses invested more than £11 billion in UK data centres in 2025, driven by AI demand, with NVIDIA planning up to £11 billion in 'AI factories' and up to 120,000 Blackwell Ultra GPUs, Microsoft committing $30 billion…
Stanley Druckenmiller's Duquesne Family Office sold all of its Intel, Micron, and Broadcom shares in the second quarter, and used the proceeds to build a new 72,900-share stake in AMD and positions in former Bitcoin mine…
Tricentis announced AgentScore, a new evaluation technology that observes AI agent behavior across real workflows and outputs a review, block, or ship verdict, at its Transform 2026 conference. The company also launched …
Federal agencies should focus on enabling AI adoption faster rather than evaluating each new model individually, according to a commentary urging a multimodel approach with security built into the browser. The piece argu…
A developer argues that AI travel agents need better decision-making infrastructure rather than more APIs, noting that exposing too many tools can lead to poor choices. The developer suggests consolidating tools, absorbi…